Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8K Sell
2025
Q2
$55K Sell
2025
Q1
$95K Hold
2024
Q4
$124K Buy
2024
Q3
$91K Buy
2024
Q2
$97K Hold
2024
Q1
$120K Sell
2023
Q4
$101K Sell
2023
Q3
$122K Sell
2023
Q2
$163K Sell
2023
Q1
$168K Hold
2022
Q4
$130K Sell
2022
Q3
$118K Sell
2022
Q2
$117K Buy
2022
Q1
$121K Buy
2021
Q4
$67K Buy